Creative Planning

Position in SNCY — Sun Country Airlines Holdings, LLC

CIK 1540235 OVERLAND PARK, KS

Position in SNCY

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,958,319

+$1,262,789 QoQ

Shares Held

179,075

+52.0% QoQ

Ownership

0.330%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#56

of 199 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.3948066452603658.ToString("F0")% Shared 0.ToString("F0")% None 99.60519335473963.ToString("F0")%

Industrials · as of Mar 31, 2026

Creative Planning holds $91,856,589 across 12 Airlines names. SNCY ranks #7 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	445,632	$29,625,615
2	UAL	United Airlines Holdings, Inc.	208,160	$19,165,291
3	LUV	Southwest Airlines Co	408,404	$15,343,738
4	SKYW	Skywest Inc	85,746	$7,874,055
5	ALK	Alaska Air Group, Inc.	164,455	$6,048,654
6	AAL	American Airlines Group Inc.	283,565	$3,045,488
7	SNCY	Sun Country Airlines Holdings, LLC This page	179,075	$2,958,319
8	ALGT	Allegiant Travel CO	25,506	$2,067,006

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,958,319	179,075	+52.0%	Shares	Sole	2026-05-12
2025-12-31	$1,695,530	117,827	+91.2%	Shares	Sole	2026-02-17
2025-09-30	$727,767	61,623	+77.4%	Shares	Sole	2025-11-14
2025-06-30	$408,053	34,728	+115.3%	Shares	Sole	2025-08-08
2025-03-31	$198,746	16,132	-0.6%	Shares	Sole	2025-05-15
2024-12-31	$236,662	16,232	-13.4%	Shares	Sole	2025-02-14
2024-09-30	$210,007	18,734	+36.0%	Shares	Defined	2024-10-11
2024-06-30	$173,075	13,780	—	Shares	Sole	2024-08-15
No filing history on record for this holder in this stock.